Hi Sam👋
Congratulations on taking the first step toward achieving financial clarity and success!
We understand that reaching out to a Dave Ramsey SmartVestor Pro can feel overwhelming, with so many options available. That’s why at The Dala Group, we make the process simple, stress-free, and tailored to your unique needs. Rest assured—you’re in the right place.
How to Get Started
We’d love to hear about your goals and explore how we can help. Scheduling a time to chat with one of our wealth advisors is easy.
What Our Clients Are Saying
Join the hundreds of families who have trusted The Dala Group to guide their financial journey. With over 140 five-star Google reviews, our clients consistently praise us for:
Personalized service
Expert Guidance
Commitment to their success
Stacy Bromann
Wealth Advisor
Stacy Bromann is a Wealth Advisor at The Dala Group and often serves as the first point of contact for new clients, creating a welcoming and seamless onboarding experience. With nearly two decades of experience in financial services, she is known for her ability to simplify complex concepts and keep clients’ goals at the forefront. A graduate of Iowa State University, Stacy is passionate about helping clients confidently navigate their financial journey.
Meet the Advisors
Kim Velasco, CFP®
Wealth Advisor
Kim Velasco is a Wealth Advisor at The Dala Group, helping individuals and families navigate the complexities of financial planning with care and expertise. A Certified Financial Planner™ and graduate of the University of Wisconsin-Madison, Kim takes the time to understand her clients’ priorities, ensuring they feel supported and confident in achieving their goals. She is passionate about providing personalized strategies that create clarity and peace of mind.
Mike Heatwole, CFP®, AWMA®
Founder and CEO
Mike Heatwole is the Founder and CEO of The Dala Group, where he combines his expertise as a Certified Financial Planner™ and Accredited Wealth Management Advisor® to deliver comprehensive financial solutions. He has built a firm focused on financial planning, investment management, tax strategies, and estate planning, earning a reputation for creating tailored strategies and fostering long-term client relationships. Mike is dedicated to helping clients achieve their lifestyle, wealth, and legacy goals with confidence.
A Message From Our Founder
Learn why Mike Heatwole started The Dala Group
What Sets The Dala Group Apart
At The Dala Group, we’re more than wealth advisors—we are your dedicated partners in building a secure financial future.
Here’s what makes us unique:
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As Certified Financial Planners™, we are bound to always prioritize your best interests. Every recommendation is designed with your financial goals in mind.
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As an independent, SEC-registered firm, we operate free from the influence of large financial institutions and broker-dealers like Thrivent, Edward Jones, Ameriprise, or Merrill Lynch. This independence ensures that every decision we make is guided solely by your financial goals, allowing us to focus on building a secure and personalized path to your success.
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Tax planning is at the core of what we do. From reviewing annual tax returns to identifying valuable opportunities, our expertise ensures your financial plan accounts for the complexities of Social Security taxation, Medicare premium surcharges, Roth conversions, and more. By integrating tax knowledge into every decision, we help you minimize taxes and optimize wealth.
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Your life is unique, and so is our strategy. We design financial plans tailored to your needs, aspirations, and legacy goals.
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We focus on building enduring relationships through proactive communication, personalized service, and an unwavering commitment to your success.
What to Expect
Our process is designed to simplify your financial journey and provide clarity at every step:
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We’ll start with a conversation to understand your goals, answer your questions, and ensure we’re the right fit.
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Doing this thing is a lot more fun when you have information and people to help you.
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Our tailored services are designed to meet your unique needs and may include:
Retirement Planning: Developing a personalized plan to help you achieve the retirement lifestyle you envision.
Investment Management: Managing your portfolio with a focus on growth, risk tolerance, and long-term success.
Tax Strategies: Identifying opportunities to minimize your tax burden while aligning with your financial plan.
Estate and Legacy Planning: Ensuring your assets are preserved and transferred according to your wishes.
Insurance Review: Evaluating coverage to protect you and your family from unforeseen risks.
Education Savings: Planning for your children’s or grandchildren’s educational future.
Charitable Giving Strategies: Supporting causes you care about in a tax-efficient manner. -
As your trusted advisors, we provide regular updates, proactive strategy adjustments, and open communication to keep your financial plan aligned with your evolving goals.
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With your priorities in focus, we remain by your side every step, offering expert guidance to help you achieve your financial aspirations and build a secure future.
Have Questions?
We’re here to help. Taking the first step toward financial clarity is a big decision, and we’ll guide you every step of the way.
Disclosure
The Dala Group, LLC is a Registered Investment Adviser. Contents provided herein are solely for informational purposes. Advisory services are only offered to clients or prospective clients where The Dala Group, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and potential loss of principal. No advice may be rendered by The Dala Group, LLC unless a client service agreement is in place.